CIAS
LOUP

Capital Investment Advisory Services’s Innovator Deepwater Frontier Tech ETF LOUP Stock Holding History

Capital Investment Advisory Services’s Portfolio LOUP Stock Details LOUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$147K Sell
1,488
-200
-12% -$17.3K 0.01% 753
2026
Q1 		$116K Hold
1,688
– – 0.01% 712
2025
Q4 		$129K Sell
1,688
-1
-0.1% -$77 0.01% 665
2025
Q3 		$125K Sell
1,689
-28
-2% -$1.85K 0.01% 647
2025
Q2 		$108K Buy
1,717
+115
+7% +$5.94K 0.01% 639
2025
Q1 		$72.8K Buy
1,602
+458
+40% +$25K 0.01% 656
2024
Q4 		$61K Buy
1,144
+100
+10% +$5.29K 0.01% 633
2024
Q3 		$49.7K Sell
1,044
-144
-12% -$6.55K ﹤0.01% 682
2024
Q2 		$56.5K Buy
1,188
+11
+0.9% +$508 0.01% 647
2024
Q1 		$56.2K Buy
1,177
+6
+0.5% +$271 0.01% 639
2023
Q4 		$51.3K Sell
1,171
-128
-10% -$4.93K ﹤0.01% 664
2023
Q3 		$46.1K Hold
1,299
– – ﹤0.01% 636
2023
Q2 		$51.3K Hold
1,299
– – 0.01% 600
2023
Q1 		$46.1K Hold
1,299
– – 0.01% 603
2022
Q4 		$37.6K Buy
+1,299
New +$38.4K ﹤0.01% 637

Other funds holding LOUP

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
4PL
46 Peaks LLC Newtown, Pennsylvania $159M AUM
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

Capital Investment Advisory Services's LOUP Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Innovator Deepwater Frontier Tech ETF (LOUP) stake by 12% in Q2 2026, selling an estimated $17.3K and leaving 1,488 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #753.

Capital Investment Advisory Services first reported a position in LOUP in Q4 2022 and has held it in 15 quarters since. 33 funds tracked by Wall St. Rank hold LOUP as of Q2 2026.

  • Capital Investment Advisory Services held 1,488 shares of Innovator Deepwater Frontier Tech ETF worth $147K as of Q2 2026.
  • Capital Investment Advisory Services sold 200 Innovator Deepwater Frontier Tech ETF shares in Q2 2026, an estimated $17.3K.
  • Innovator Deepwater Frontier Tech ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #753 holding.
  • Capital Investment Advisory Services first reported a position in Innovator Deepwater Frontier Tech ETF in Q4 2022 and has held it in 15 quarters since.
  • 33 funds tracked by Wall St. Rank held Innovator Deepwater Frontier Tech ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.